https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/105/Final-Check-Protect-Against-Errors-And-Omissions/
... agency! Clients & Prospects will research you, your co-workers and your agency here. The most comprehensive online insurance industry reference library for - Personal Lines Professionals Commercial Lines Professionals Life/Health & Benefits Professionals Online newsletters and content that you can use for your clients and social media efforts. Ability to attach leads and clients to your specific market searches, with e-mail alerts for all the market, articles, blogs and people searches you make. And much more! All Articles by CompleteMarkets Editor Monetization type: None Comments (0 ) ... are responsible for each area - the employee accountable and the final-check person. That way, all areas within the agency will be doubly protected, and the exposure to unnecessary errors and omissions will decrease substantially! Grace Bauer helps insurance agencies put together customized procedural manuals to secure consistency, protect against errors and omissions, attain security, and increase efficiency. She can be reached at The Grace Bauer Group, P.O. Box 08121, Fort Myers, FL 33908, (800) 896-4226, fax (941) 489-1525, e-mail [ ... Omissions 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Grace Bauer This content has not been rated yet. Is only one employee accountable for each procedure in your office? Do all customer service procedures begin and end with the customer service representative? Often with errors and omissions, all the weight lies on one person. To protect the agency from unnecessary errors and omissions, make sure that more than one person is accountable for each office procedure. Let's look at a few areas: the expiration report ...
https://completemarkets.com/Article/article-post/105/Final-Check-Protect-Against-Errors-And-Omissions/
...end with the customer service representative? Often with errors and omissions,...ted, and the exposure to unnecessary errors and omissions will decrease substantially!
...
https://completemarkets.com/Article/article-post/125/Checklists-Protect-Against-Errors-And-Omissions/
...the job of a customer service representative (CSR) might be a bit easier than ... have to go through this process once. And think of the time you'll save correcting mistakes and fighting E&O lawsuits!
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/109/Live-The-Care-In-Customer-Care/
... agency! Clients & Prospects will research you, your co-workers and your agency here. The most comprehensive online insurance industry reference library for - Personal Lines Professionals Commercial Lines Professionals Life/Health & Benefits Professionals Online newsletters and content that you can use for your clients and social media efforts. Ability to attach leads and clients to your specific market searches, with e-mail alerts for all the market, articles, blogs and people searches you make. And much more! All Articles by CompleteMarkets Editor Monetization type: None Comments (0 ) ... that extra attention before hanging up the phone with the insured and make sure the insured is totally satisfied with whatever concern or question they've brought to the agency. Live the care in customer care today! Grace Bauer helps insurance agencies put together customized insurance procedural manuals to secure consistency, protect against errors and omissions, attain security, and increase efficiency. She can be reached at (800) 896-4226, or e-mail [email protected] . Login or Register (for FREE) to gain access to thousands of other great articles. ... single person who contacts the agency. I felt so special. She was actually saying my name. She was actually taking the time to say, You're welcome. Eventually, I started thinking about two other positions in an agency: the claims employee and the customer service representative. How are these positions living the care' in customer care? THE RECEPTIONIST The receptionist is probably the most important employee in your agency. I never realized this until I received a personal greeting from a receptionist. I actually felt special. Each time I ...
https://completemarkets.com/Article/article-post/109/Live-The-Care-In-Customer-Care/
...oyee and the customer service representative. How are these positions living t... hanging up the phone with the insured and make sure the insured is totally sa...
https://completemarkets.com/Article/article-post/95/The-ABC%E2%80%99s-Of-E-O/
...hen give the customer service representative their notes to scan into the sys...thank-you cards today. Most agencies (and for that matter, most businesses) t...
https://completemarkets.com/Article/article-post/781/Maintaining-Established-Relationships-With-Carriers/
... Again, meet with home office representatives to discuss the company's directi...r position as a valuable company representative.
https://completemarkets.com/Article/article-post/135/Document-Everything/
...you do! 'The customer service representatives take care of that stuff. Anyway,... takes one mistake for your agency to land in hot water. All staff, producers, and principals have the same responsibility. Check the transactional log today, and make sure all agency staff are docu...
https://completemarkets.com/Article/article-post/141/Personal-Lines-Records-Increase-Revenue/
...ns:
Are customer service representatives (CSRs) getting calls from prospe... Personal Lines reporting system today and watch your business grow!
https://completemarkets.com/Article/article-post/152/Time-For-The-Yearly-Account-Review-Again/
...happier, and customer service representatives will be in better control of the...no better way to protect your insureds and your agency while growing your bott...